Scott
Vanderlinden

Chelsea Advisory Services, Inc

CRD#4641925
Investment Advisor
in Lancaster, SC

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About this Advisor

Scott Vanderlinden is a financial advisor based in Lancaster, South Carolina, working with Chelsea Advisory Services, Inc. Scott has previously held positions at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, and Chelsea Financial Services. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Scott is part of Chelsea Advisory Services, Inc, which operates out of Lancaster, South Carolina. The firm has 18 offices and 19 employees. The firm manages assets totaling $101.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Chelsea Advisory Services, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Lancaster, SC

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Chelsea Advisory Services, Inc Brokerage Details

Total Assets Under Management

$101,001,903

SC Average: $7,464,549,021
Total Number of Employees

19

SC Average: 88
Total Number of Accounts

444

SC Average: 3,892
Average Account Size

$227,482

SC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Scott Vanderlinden Work History

2021 - Present (4 years)

Chelsea Financial Services

2018 - 2020 (2 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2008 - 2016 (8 years)

Transamerica Financial Advisors, Inc

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Disclosures

Please visit the SEC profile of Scott Vanderlinden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chelsea Advisory Services, Inc

Andrew Cilento
Staten Island, NY
Scott Bresky
Holmdel, NJ
Paul Balog
Lady Lake, FL
Jon Franco
Brooklyn, NY
Matthew Nugent
Staten Island, NY
Michael Kogan
North Hills, NY
Joseph Palermo
Staten Island, NY
James Stephenson
Lake Charles, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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